Plante Moran Financial Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1424717
SOUTHFIELD, MI
Position in IBB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$83,074
-$11,943 QoQ
Shares Held
492
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,074 | 492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $95,017 | 563 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $76,371 | 529 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $66,797 | 528 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $67,531 | 528 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $69,806 | 528 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $76,876 | 528 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $72,473 | 528 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $72,452 | 528 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $72,408 | 533 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $51,728 | 423 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $53,069 | 418 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $53,988 | 418 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $54,879 | 418 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,871 | 187 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $21,996 | 187 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $57,983 | 445 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $40,749 | 267 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $26,192 | 162 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,909 | 30 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,238 | 68 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $757 | 5 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $677 | 5 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $683 | 5 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||